CCP
UCB

Carmel Capital Partners’s United Community Banks UCB Stock Holding History

Carmel Capital Partners’s Portfolio UCB Stock Details UCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,128
Closed -$295K – 171
2024
Q3 		$295K Sell
10,128
-268
-3% -$7.69K 0.11% 128
2024
Q2 		$265K Buy
10,396
+1
+0% +$26 0.11% 125
2024
Q1 		$274K Hold
10,395
– – 0.11% 121
2023
Q4 		$304K Buy
10,395
+8,963
+626% +$229K 0.16% 109
2023
Q3 		$36.4K Buy
+1,432
New +$38.8K 0.02% 270

Other funds holding UCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Carmel Capital Partners's UCB Position: Q4 2024 in Review

Carmel Capital Partners sold out of United Community Banks (UCB) in Q4 2024, closing a stake of 10,128 shares — an estimated $295K sold.

Carmel Capital Partners first reported a position in UCB in Q3 2023 and held it in 5 quarters. The position peaked at $304K in Q4 2023. 273 funds tracked by Wall St. Rank hold UCB as of Q4 2024.

  • Carmel Capital Partners reported no remaining United Community Banks position as of Q4 2024 after selling out during the quarter.
  • Carmel Capital Partners sold 10,128 United Community Banks shares in Q4 2024, an estimated $295K.
  • Carmel Capital Partners first reported a position in United Community Banks in Q3 2023 and held it in 5 quarters.
  • Carmel Capital Partners's United Community Banks position peaked at $304K in Q4 2023.
  • 273 funds tracked by Wall St. Rank held United Community Banks as of Q4 2024.

Based on Carmel Capital Partners's 13F filing for Q4 2024, filed 6 Feb 2025.